Portfolio Management

We are building a new Portfolio Management module in SPARK! Portfolio Management is organized into four core capabilities that work together to support ongoing borrower relationships in servicing.

• Servicing Workspaces: Manage the full relationship in one place, including tasks, documents, financial analysis, and collateral across borrowers, guarantors, and loans.

• Tasks: Configure schedules once and they run for the life of the loan. Assign tasks to borrowers and guarantors directly, with automatic reminders on a set cadence.

• Annual Reviews: Analyze financial performance, assess risk, and document decisions using a structured, repeatable review process built on existing origination data.

• Servicing Requests: Initiate, track, and document servicing requests in compliance with SBA and internal credit policies.

Contact your Customer Success Manager if you're interested in learning more.